Greg has spent the past 24 years dedicated to helping clients from all walks of life with their investments and retirement planning. His main focus is developing a planning tool specifically for each of his clients that will help them to, and into, a successful retirement lifestyle. Both Greg and Julie have a heart for excellent customer service and helping clients understand “how things work.”
Greg was born in Fruita, Colorado, and attended Mesa College in Grand Junction. He has earned the Accredited Asset Management SpecialistSM professional designation. Active in the community, Greg serves as president of the Ute Water Conservancy District Board. He spends his free time with family, with his main focus being watching and helping his grandchildren grow and develop.